Coronavirus (COVID-19) News and Resources
Coronavirus (COVID-19) Webcasts

Featured Jobs

New Business Consultant

Retirement Plan Consultants
(Telecommute / CO / IA / IL / IN / KS / MN / MO / ND / NE / OH / OK / SD / WI / WY)

Retirement Plan Consultants logo

Client Success Team Leader

Ubiquity Retirement + Savings
(Telecommute / San Francisco CA / AL / AZ / CO / DC / FL / IL / KY / LA / MA / NC / NJ / NV / NY / OR / SC / TN / TX / WA)

Ubiquity Retirement + Savings logo

Implementation Specialist

Ubiquity Retirement + Savings
(San Francisco CA / AL / AZ / CO / DC / FL / IL / KY / LA / MA / NC / NJ / NV / NY / OR / SC / TN / TX / WA)

Ubiquity Retirement + Savings logo

Retirement Plan Administrator

SPS
(Telecommute)

SPS logo

Retirement Plan Administrator

Steidle Pension Solutions, LLC
(Lebanon NJ)

Steidle Pension Solutions, LLC logo

Retirement Plan Administrator

Group RHI
(Telecommute / Spring TX / Dallas TX / University Place WA)

Group RHI logo

Defined Contribution Plan Administrator

MGKS
(Phoenix AZ)

MGKS logo

Free Daily News and Jobs

“BenefitsLink continues to be the most valuable resource we have at the firm.”

-- An attorney subscriber

Get the BenefitsLink app LinkedIn
Twitter
Facebook

View All Jobs, Sorted by Date


Sr. Retirement Plan Benefits Consultant

Compass Retirement Consulting Group

in Telecommute / Stratham NH / Concord NH

About Us:

Compass Retirement Consulting Group is a third party administration firm that provides employers with retirement plan design, administration, actuarial services, and ongoing plan consulting.  We create and nurture a partnership with our clients to understand their needs and create retirement programs that integrate with the financial and human resources goals.  We have offices in Stratham, NH and Concord, NH and offer a flexible work schedule, casual work environment and competitive benefits package.  Work remotely or in one of our offices - your choice.  The ideal candidate would have the ability to work in our offices at least 20% of the time.   

We offer a competitive benefits package including medical, dental, vision, LTD, STD, and PTO.   

Job Summary:

As a Sr. Retirement Benefits Consultant, you will be fully responsible for working with the client to perform annual plan testing, valuations, calculations, and the completion and filing of required forms.  This will require that you work directly with our clients, auditors (DOL / IRS and other) to ensure that information is accurate, and all deadlines are met. 

Essential Duties:

  • Review plan documents and service agreements for new clients and upload required information into Datair software. 
  • Communicate directly with clients to ensure annual census and other required plan information is received. 
  • Download necessary information on plan assets for assigned clients from vendor websites.   
  • Perform annual testing (ADP / ACP, 402(g), Top Heavy determination, 410(b), etc.) accurately and timely. 
  • Prepare and complete annual valuations. 
  • Correct plan errors and late deferrals as needed.
  • Communicate failed test results to client in a clear and concise manner to ensure the client understands results.  Complete excess forms for client and follow-up with client and vendors as necessary to ensure the corrections were made. 
  • Calculate employer contributions and true-up contributions accurately and timely. 
  • Perform other required projections, tests, and calculations as needed.   
  • Complete and file required government forms (Form 5500, 5330, 5558, etc.) as needed accurately and timely as required. 
  • Upload vesting information to vendor websites and ensure data is accurate. 
  • Create plan termination package and follow-up through required steps including testing, distributions, and filing find Form 5500 as required. 
  • Identify 70.5 and force out distributions for balances under $5,000. 
  • Prepare proposals for existing clients as requested. 
  • Work directly with large plan auditors and/or DOL / IRS auditors as requested. 
  • Other tasks as requested. 

Attributes & Competencies:

  • Bachelor Degree in accounting, finance, or related field with 10+ years of related experience in retirement plan management, customer service, and financial services
  • Self-starter with excellent verbal communication skills using the telephone or video conference technology  
  • working knowledge of the various types of retirement plans and the IRS and DOL regulations pertaining to them
  • proven customer service and relationship management skills to build relationships with assigned client base for the long-term
  • strong verbal and written communications skills using clear and grammatically correct language 
  • the ability to problem solve, be pro-active, and demonstrate initiative 
  • robust time management and organizational skills with the ability to multi-task required
  • comprehensive knowledge and understanding of retirement plans and payroll processing platforms 
  • ability to work both independently and in a collaborative team environment
  • superb attention to detail with the ability to meet deadlines
  • experience using Datair, Pension Pro, Excel, and other retirement plan verification and calculation software platforms required. 

How to Apply

Qualified and interested candidates should email a cover letter and resume to jobs@compass-cg.com.


View All Jobs, Sorted by Date


Manage This Listing (employer only)

© 2020 BenefitsLink.com, Inc.